Johnson Controls International (NYSE:JCI) Issues FY 2026 Earnings Guidance

Posted by Brian Himes on Jul 30th, 2026

Johnson Controls International (NYSE:JCI – Get Free Report) updated its FY 2026 earnings guidance on Wednesday. The company provided EPS guidance of 5.050-5.050 for the period, compared to the consensus earnings per share estimate of 4.900. The company issued revenue guidance of -. Johnson Controls International also updated its Q4 2026 guidance to 1.550-1.550 EPS.

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on JCI shares. Wall Street Zen upgraded shares of Johnson Controls International from a “hold” rating to a “buy” rating in a report on Sunday, May 3rd. The Goldman Sachs Group lifted their target price on shares of Johnson Controls International from $169.00 to $178.00 and gave the stock a “buy” rating in a research report on Tuesday, June 2nd. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Johnson Controls International in a report on Tuesday, June 9th. Evercore began coverage on Johnson Controls International in a report on Monday, April 13th. They set a “hold” rating and a $155.00 price target on the stock. Finally, Mizuho upped their price objective on Johnson Controls International from $130.00 to $140.00 and gave the company a “neutral” rating in a research note on Thursday, May 7th. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $152.85.

View Our Latest Analysis on Johnson Controls International

Johnson Controls International Stock Performance

JCI traded up $3.41 during trading hours on Thursday, hitting $142.83. The stock had a trading volume of 1,926,215 shares, compared to its average volume of 4,446,766. Johnson Controls International has a 1 year low of $103.07 and a 1 year high of $151.18. The company’s fifty day simple moving average is $142.11 and its 200 day simple moving average is $136.73. The stock has a market cap of $87.14 billion, a PE ratio of 25.47, a price-to-earnings-growth ratio of 1.50 and a beta of 1.31. The company has a quick ratio of 0.85, a current ratio of 1.04 and a debt-to-equity ratio of 0.64.

Johnson Controls International (NYSE:JCI – Get Free Report) last posted its quarterly earnings results on Wednesday, July 29th. The company reported $1.42 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.30 by $0.12. Johnson Controls International had a net margin of 14.45% and a return on equity of 19.50%. The company had revenue of $6.61 billion for the quarter, compared to analyst estimates of $6.46 billion. During the same quarter in the previous year, the firm posted $1.05 earnings per share. The company’s quarterly revenue was up 9.3% compared to the same quarter last year. Johnson Controls International has set its Q4 2026 guidance at 1.550-1.550 EPS and its FY 2026 guidance at 5.050-5.050 EPS. Equities analysts anticipate that Johnson Controls International will post 4.9 earnings per share for the current year.

Johnson Controls International Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, July 10th. Shareholders of record on Monday, June 15th were issued a dividend of $0.40 per share. This represents a $1.60 dividend on an annualized basis and a yield of 1.1%. The ex-dividend date of this dividend was Monday, June 15th. Johnson Controls International’s payout ratio is presently 28.62%.

Insider Buying and Selling

In related news, VP Todd M. Grabowski sold 1,800 shares of the business’s stock in a transaction that occurred on Tuesday, June 9th. The shares were sold at an average price of $146.20, for a total transaction of $263,160.00. Following the completion of the transaction, the vice president owned 26,215 shares of the company’s stock, valued at approximately $3,832,633. The trade was a 6.43% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, VP Lei Zhang Schlitz sold 88,809 shares of the stock in a transaction that occurred on Friday, May 8th. The stock was sold at an average price of $140.99, for a total transaction of $12,521,180.91. Following the completion of the sale, the vice president owned 57,059 shares in the company, valued at $8,044,748.41. This represents a 60.88% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.29% of the stock is currently owned by company insiders.

Johnson Controls International News Summary

Here are the key news stories impacting Johnson Controls International this week:

Positive Sentiment: Earnings and revenue beat expectations. Adjusted third-quarter EPS was $1.42, above the $1.30 analyst consensus, while revenue rose 9.3% year over year to $6.61 billion, exceeding estimates of $6.46 billion. GAAP EPS was $1.23. Johnson Controls International earnings report
Positive Sentiment: Management raised its fiscal 2026 outlook. Johnson Controls now expects adjusted EPS of approximately $5.05, above the roughly $4.90 consensus, and projected fourth-quarter EPS of $1.55 versus the prior $1.52 consensus. The company also expects about 8% full-year organic sales growth. Johnson Controls reports strong Q3 results and raises guidance
Positive Sentiment: Demand indicators strengthened. Organic orders increased 27% year over year, and the backlog grew 32% organically to $21.0 billion. Management highlighted robust data-center demand and said the business could eventually represent about one-third of Johnson Controls’ operations, supporting expectations for sustained growth. Johnson Controls lifts annual profit forecast on data center demand
Neutral Sentiment: Analyst sentiment remains constructive but not uniformly bullish. The consensus recommendation is “Moderate Buy,” suggesting support for the stock but limited agreement on a strong-buy rating. Johnson Controls receives moderate buy analyst recommendation
Neutral Sentiment: Options activity was elevated, with call volume above its recent average. This may reflect increased trading interest following the earnings release, but it does not necessarily indicate a lasting directional signal. Johnson Controls sees unusual options volume
Negative Sentiment: Some recent institutional and insider activity included share reductions or sales, creating a modest counterpoint to the otherwise favorable earnings narrative.

Hedge Funds Weigh In On Johnson Controls International

A number of hedge funds and other institutional investors have recently bought and sold shares of JCI. Mcguire Capital Advisors Inc. bought a new position in shares of Johnson Controls International in the 4th quarter worth $27,000. Kemnay Advisory Services Inc. purchased a new stake in Johnson Controls International during the fourth quarter valued at about $47,000. Transamerica Financial Advisors LLC boosted its holdings in shares of Johnson Controls International by 99.0% in the 4th quarter. Transamerica Financial Advisors LLC now owns 418 shares of the company’s stock worth $50,000 after purchasing an additional 208 shares in the last quarter. Acadian Asset Management LLC bought a new position in shares of Johnson Controls International during the 1st quarter valued at about $55,000. Finally, Strive Financial Group LLC purchased a new position in shares of Johnson Controls International during the 4th quarter valued at about $60,000. Hedge funds and other institutional investors own 90.05% of the company’s stock.

About Johnson Controls International

(Get Free Report)

Johnson Controls International plc is a global diversified technology and multi‑industrial company that develops products, services and solutions for buildings and energy storage. The company’s core focus is on improving building efficiency, safety and sustainability through a combination of HVAC equipment, building controls and automation, fire and security systems, and related services. Johnson Controls traces its roots to 1885, when inventor Warren S. Johnson developed an electric room thermostat; over its long history the company has expanded from controls into a broad set of building‑related technologies and, through corporate transactions, into a global provider of integrated building solutions.

Johnson Controls’ product and service portfolio includes heating, ventilation and air‑conditioning equipment, chillers, air handlers and related mechanical systems, together with building automation and control platforms that monitor and manage energy use, indoor environmental quality and security.